By Daily Crux Contributor Ryan Lepine:

Tweedy, Browne is one of the most storied value-investing firms of the past several decades. When they don’t see any value, they just sit in cash and close their funds to new investment. They just reopened their funds in late 2008, as the battered economy presented many opportunities.

Their latest interest: Sysco (SYY), “the largest North American distributor of food and related products to the food service industry.” Although they concede the recession will likely hurt Sysco, they have confidence in the company’s future.

If you don't already read Tweedy, Browne's quarterly commentary, now's a good time to start. It's always filled with great insight and investment ideas.

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